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CI

Clal Insurance Portfolio holdings

AUM $16.6B
1-Year Est. Return 68.34%
This Fund
S&P 500
This Quarter Est. Return
+4.61%
1 Year Est. Return
+68.34%
3 Year Est. Return
+151.82%
5 Year Est. Return
+175.48%
10 Year Est. Return
+729.64%
AUM
$4.43B
AUM Growth
+$500M
Cap. Flow
+$372M
Cap. Flow %
8.39%
Top 10 Hldgs %
73.16%
Holding
117
New
14
Increased
17
Reduced
25
Closed
28
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
JNK icon
101
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.07B
-5,777
Closed -$619K
JPM icon
102
JPMorgan Chase
JPM
$935B
-493,793
Closed -$30.7M
KCE icon
103
State Street SPDR S&P Capital Markets ETF
KCE
$456M
-694,169
Closed -$25.1M
KIE icon
104
State Street SPDR S&P Insurance ETF
KIE
$649M
-4,786,878
Closed -$113M
OIH icon
105
VanEck Oil Services ETF
OIH
$2.06B
-86,756
Closed -$50.8M
PFE icon
106
Pfizer
PFE
$143B
-94,898
Closed -$3.17M
PPH icon
107
VanEck Pharmaceutical ETF
PPH
$959M
-55,600
Closed -$3.26M
SCHE icon
108
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
-20,248
Closed -$431K
SOXX icon
109
iShares Semiconductor ETF
SOXX
$41.7B
-2,375,847
Closed -$74.2M
STLD icon
110
Steel Dynamics
STLD
$36B
-214,076
Closed -$5.25M
TBF icon
111
ProShares Short 20+ Year Treasury ETF
TBF
$87.9M
-482,229
Closed -$10.2M
VNQ icon
112
Vanguard Real Estate ETF
VNQ
$39.2B
-49,500
Closed -$4.39M
VOX icon
113
Vanguard Communication Services ETF
VOX
$5.59B
-828,763
Closed -$81.5M
DBUK
114
DELISTED
Xtrackers MSCI United Kingdom Hedged Equity ETF
DBUK
-7,013
Closed -$160K

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Clal Insurance's Q3 2016 Portfolio in Review

As of Q3 2016, Clal Insurance held 117 positions worth $4.43B, up 13% from $3.93B the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Clal Insurance deployed $372M of net new capital in Q3 2016, opening 14 new positions and adding to 17 existing holdings. Its largest new stake was iShares Core MSCI Emerging Markets ETF: 5,710,709 shares worth $260M.

By sector, the portfolio is most concentrated in Healthcare at 8.9% of assets, down from 10% a quarter earlier, followed by Financials and Technology.

On the sell side, the largest reduction was State Street Consumer Staples Select Sector SPDR ETF, an estimated $212M trimmed.

  • Clal Insurance's largest Q3 2016 buy was iShares Core MSCI Emerging Markets ETF: 5,710,709 shares worth $260M.
  • Clal Insurance added most to Vanguard S&P 500 ETF in Q3 2016, an estimated $1.17B increase.
  • Clal Insurance's biggest Q3 2016 reduction was State Street Consumer Staples Select Sector SPDR ETF, cutting an estimated $212M.
  • Clal Insurance fully exited iShares MSCI Emerging Markets ETF in Q3 2016, selling an estimated $203M.
  • Clal Insurance's ten largest holdings make up 73% of its $4.43B portfolio in Q3 2016.
  • Clal Insurance opened 14 new positions and closed 28 in Q3 2016.
  • Clal Insurance's portfolio value rose 13% quarter-over-quarter to $4.43B.

Based on Clal Insurance's 13F filing for Q3 2016, filed 10 Nov 2016.